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Vanguard S&P 500 Value ETF
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Overview Fund Activity

92 hedge funds and large institutions have $478M invested in Vanguard S&P 500 Value ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
12
Increased
38
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.11M
2
LFS
Lutz Financial Services
Nebraska
+$2.93M
3
PAG
Private Advisor Group
New Jersey
+$1.88M
4
Morgan Stanley
Morgan Stanley
New York
+$1.49M
5
UBS Group
UBS Group
Switzerland
+$1.49M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$2.68M
2
Ameriprise
Ameriprise
Minnesota
-$771K
3
AWM
Altium Wealth Management
New York
-$499K
4
PPA
Parametric Portfolio Associates
Washington
-$343K
5
FP
Factorial Partners
New York
-$246K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$155M +$5.11M +45,784 +3%
CWM
2
Connecticut Wealth Management
Connecticut
$60.8M +$768K +6,850 +1%
CCP
3
Corient Capital Partners
California
$52.3M – – –
UBS Group
4
UBS Group
Switzerland
$37M +$1.49M +13,305 +4%
LPL Financial
5
LPL Financial
California
$32M +$169K +1,510 +0.5%
LFS
6
Lutz Financial Services
Nebraska
$22M +$2.93M +26,265 +15%
Morgan Stanley
7
Morgan Stanley
New York
$16.7M +$1.49M +13,354 +10%
SCM
8
Stordahl Capital Management
Colorado
$14.6M +$317K +2,962 +2%
Wells Fargo
9
Wells Fargo
California
$7.94M +$88.7K +794 +1%
AWM
10
Avior Wealth Management
Nebraska
$5.59M +$140K +1,252 +3%
AWM
11
Altium Wealth Management
New York
$5.26M -$499K -4,464 -9%
CWM
12
Cornerstone Wealth Management
Missouri
$4.62M -$2.68M -280,492 -37%
PPA
13
Parametric Portfolio Associates
Washington
$4.24M -$343K -3,073 -7%
TFF
14
The Family Firm
Maryland
$4.14M +$68.9K +617 +2%
Jane Street
15
Jane Street
New York
$3.94M -$168K -1,501 -4%
PFM
16
Phillips Financial Management
Indiana
$3.76M -$105K -938 -3%
PAG
17
Private Advisor Group
New Jersey
$3.5M +$1.88M +16,814 +116%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.16M +$163K +1,460 +5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.01M +$114K +1,024 +4%
Goldman Sachs
20
Goldman Sachs
New York
$2.8M – – –
KeyBank National Association
21
KeyBank National Association
Ohio
$2.67M +$340K +3,048 +15%
Ameriprise
22
Ameriprise
Minnesota
$2.54M -$771K -6,904 -23%
RJA
23
Raymond James & Associates
Florida
$2.02M +$234K +2,090 +13%
CA
24
Cetera Advisors
Colorado
$1.92M +$50.5K +452 +3%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.34M -$2.57K -23 -0.2%
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